Transcript Online Requisitions

Session Title: Online Requisitions
Presented By: Kevin Baker
Institution:
Holmes Community College
September 16, 2013
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Please turn off your cell phone
If you must leave the session early, please do
so discreetly
Please avoid side conversation during the
session
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INB
◦ Create Requisitions
◦ Approve Requisitions
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SSB
◦ Create Requisitions
◦ Approve Requisitions
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Setup Requisition Approvals
INB - Create Requisitions
FPAREQN
Next Block
Requestor/Delivery Information
Enter “Deliver date:”
Enter “Attention To:”
Vendor Information
Commodity/Accounting
Balancing/Completion
Approve Requisitions
FOAUAPP
Select Detail
Detail
Options – View Commodities
SSB - Create Requisitions
Approve Requisitions
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Turn on Approvals
Setup Approval Queues
Configure Routing
Setup Users
Step 1. Turn on Approvals
FOASYSC
You can only make changes to this maintenance
form by setting the effective date as the current
date.
• Insert Record
• Duplicate Record
• Change the Effective Date
Select Approval Processing Info
Choose Implicit Approvals
Save and Log off
Step 2. Setup Approval Queues
FTMAPPQ
Queue Limit of 0.00 will route the requisition to the next queue.
Otherwise, if the amount of Req is less than this limit, it will be routed to purchasing.
If a queue limit is set here > 0.00
Then this limit must be less
Queue Limit here is the amount
that each level can approve.
999,999,999.99 = unlimited
Users are terminated, not removed
Step 3. Configure Routing
FOMAQRC
Step 4. Setup Users
FOMPROF
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NSF Queue
Catchall Queue
Backup approvers
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Setup Forms
◦ Finance System Control Form (FOASYSC)
◦ Approval Queue Maintenance Form (FTMAPPQ)
◦ Approval Queue Validation Form (FTVAAPQ)
◦ Approval Queue Routing Codes Form (FOMAQRC)
◦ User Profile Maintenance (FOMPROF)
◦ Approval Process (FORAPPL)
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User Forms
◦ Approvals Notification Form (FOIAINP)
◦ Document by User (FOADOCU)
◦ User Approval Form (FOAUAPP)
◦ Document Approval Form (FOAAINP)
◦ Document Approval History Form (FOIAPPH)
◦ Approval History Form (FOIAPHT)